Berkshire Hathaway Inc
BRK.B- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001067983
In the last 90 days, Berkshire Hathaway Inc insiders filed 1 open-market purchase and 1 sale; 4,929 institutions reported holding it in 13F filings for Q2 2026, worth $460.4B in total; 13 superinvestors hold it, including Gates Foundation Trust and H&H International Investment.
Other share classesBRK.A
13F holders, Q2 2025
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,586
- +93 vs. Q1 2025
- Shares held
- 877.4M
- −178.3K (0.0%) vs. Q1 2025
- Total value
- $425.8B
- −$40.8B (−8.7%) vs. Q1 2025
- New holders
- 216
- 1,994 more added
- Sold out
- 123
- 1,733 more reduced
66 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRK.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,929 | $460.4B |
| Q1 2026 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthedge Investment Advisors, LLC | 1,719 | $835.0K | 0.35% | +340+24.7% | Added |
| Vista Investment Management | 1,720 | $835.5K | 0.31% | −93−5.1% | Reduced |
| XY Planning Network, Inc. | 1,720 | $835.5K | 0.28% | +1,720 | New |
| Bay Rivers Group | 1,722 | $836.5K | 0.38% | −24−1.4% | Reduced |
| Keb Asset Management, LLC | 1,723 | $837.0K | 0.21% | −20−1.1% | Reduced |
| Human Investing LLC | 1,725 | $838.0K | 0.13% | +37+2.2% | Added |
| CBIZ Investment Advisory Services, LLC | 1,725 | $838.0K | 0.04% | +106+6.5% | Added |
| City National Bank of Florida | 1,729 | $839.9K | 0.61% | +441+34.2% | Added |
| Planned Solutions, Inc. | 1,729 | $839.9K | 0.32% | −231−11.8% | Reduced |
| Fortitude Family Office, LLC | 1,731 | $840.9K | 0.28% | +342+24.6% | Added |
| Renaissance Group LLC | 1,733 | $841.8K | 0.03% | −316−15.4% | Reduced |
| Acorn Creek Capital LLC | 1,735 | $842.8K | 0.35% | −87−4.8% | Reduced |
| RNC Capital Management LLC | 1,738 | $844.3K | 0.04% | +70+4.2% | Added |
| Warren Street Wealth Advisors, LLC | 1,739 | $844.8K | 0.28% | −11−0.6% | Reduced |
| King Wealth | 1,739 | $845.0K | 0.11% | +804+86.0% | Added |
| Clarion Wealth Managment Partners, LLC | 1,745 | $847.7K | 0.93% | +1,745 | New |
| Atlas Wealth LLC | 1,733 | $848.5K | 0.31% | −57−3.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,749 | $849.6K | 0.21% | 00.0% | Unchanged |
| Capital Square, LLC | 1,786 | $849.9K | 0.45% | −160−8.2% | Reduced |
| Hyperion Capital Advisors LP | 1,754 | $852.0K | 0.53% | −10,648−85.9% | Reduced |
| Drake & Associates, LLC | 1,758 | $854.0K | 0.21% | +891+102.8% | Added |
| ERn Financial, LLC | 1,760 | $855.0K | 0.18% | −3,012−63.1% | Reduced |
| Souders Financial Advisors | 1,764 | $856.9K | 0.11% | +205+13.1% | Added |
| DT Investment Partners, LLC | 1,766 | $857.9K | 0.08% | −5−0.3% | Reduced |
| Sequent Planning LLC | 1,769 | $859.3K | 0.27% | +105+6.3% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,770 | $859.8K | 0.16% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 1,771 | $860.3K | 0.65% | −98−5.2% | Reduced |
| McMahon Financial Advisors, LLC | 1,772 | $860.8K | 0.20% | −39−2.2% | Reduced |
| Clear Point Advisors Inc. | 1,772 | $860.8K | 0.73% | −378−17.6% | Reduced |
| Atom Investors LP | 1,773 | $861.3K | 0.08% | +1,773 | New |
| Blue Rock Wealth Management LLC | 1,774 | $861.8K | 0.60% | −176−9.0% | Reduced |
| One Wealth Advisors, LLC | 1,775 | $862.2K | 0.12% | +3+0.2% | Added |
| Olistico Wealth, LLC | 1,775 | $862.2K | 0.48% | +10+0.6% | Added |
| MBA Advisors LLC | 1,778 | $863.7K | 0.40% | −11−0.6% | Reduced |
| Sentinus, LLC | 1,783 | $866.1K | 0.21% | +445+33.3% | Added |
| Wick Capital Partners, LLC | 2,691 | $866.4K | 0.23% | +882+48.8% | Added |
| Cottonwood Capital Advisors, LLC | 1,784 | $866.6K | 0.58% | +31+1.8% | Added |
| Clay Northam Wealth Management, LLC | 1,785 | $867.1K | 0.55% | +10+0.6% | Added |
| Great Waters Wealth Management | 1,786 | $867.5K | 0.11% | +12+0.7% | Added |
| Martin Capital Advisors, LLP | 1,787 | $868.1K | 0.56% | +326+22.3% | Added |
| Heritage Wealth Management, Inc./Texas | 1,788 | $868.6K | 0.43% | +380+27.0% | Added |
| Old North State Trust, LLC | 1,789 | $869.0K | 0.59% | −75−4.0% | Reduced |
| EdgeRock Capital LLC | 1,795 | $869.6K | 0.28% | +44+2.5% | Added |
| Hanlon Investment Management, Inc. | 1,794 | $871.5K | 0.62% | +88+5.2% | Added |
| Prosperitas Financial LLC | 1,795 | $872.0K | 0.41% | −190−9.6% | Reduced |
| Probity Advisors, Inc. | 1,803 | $875.8K | 0.15% | +3+0.2% | Added |
| Alpha Advisors, LLC | 1,811 | $879.7K | 0.75% | −20−1.1% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,841 | $880.2K | 0.49% | −3−0.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,817 | $882.6K | 0.11% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,818 | $883.1K | 0.23% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,818 | $883.1K | 0.21% | +398+28.0% | Added |
| Financial Advisors Network, Inc. | 1,822 | $885.1K | 0.13% | +468+34.6% | Added |
| Menard Financial Group LLC | 1,827 | $887.5K | 0.53% | −42−2.2% | Reduced |
| RFP Financial Group LLC | 1,828 | $888.1K | 0.37% | −106−5.5% | Reduced |
| Navalign, LLC | 1,829 | $888.5K | 0.25% | −19−1.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,829 | $888.5K | 0.38% | +49+2.8% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,831 | $889.4K | 0.51% | +351+23.7% | Added |
| Grove Street Fiduciary, LLC | 1,833 | $890.4K | 0.43% | −100−5.2% | Reduced |
| CAP Partners, LLC | 1,834 | $890.9K | 0.56% | −103−5.3% | Reduced |
| VERITY Wealth Advisors | 1,835 | $891.4K | 0.60% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,839 | $893.3K | 0.93% | +59+3.3% | Added |
| Oak Asset Management, LLC | 1,840 | $893.8K | 0.32% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $893.8K | 0.68% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,868 | $894.6K | 0.09% | +35+1.9% | Added |
| LifeWealth Investments, LLC | 1,843 | $895.2K | 0.15% | +1,092+145.4% | Added |
| BIP Alliance, LLC | 1,844 | $895.8K | 0.34% | +1,008+120.6% | Added |
| Capital Investment Services of America, Inc. | 1,845 | $896.2K | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,846 | $896.7K | 0.13% | +57+3.2% | Added |
| Wells Trecaso Financial Group, LLC | 1,849 | $898.2K | 0.28% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,852 | $899.6K | 0.49% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,852 | $899.6K | 0.64% | +21+1.1% | Added |
| Cedar Mountain Advisors, LLC | 1,853 | $900.1K | 0.19% | −50−2.6% | Reduced |
| Lam Group, Inc. | 1,853 | $900.1K | 0.60% | −3−0.2% | Reduced |
| Seeds Investor LLC | 1,856 | $901.6K | 0.21% | +13+0.7% | Added |
| Bruni J V & Co | 1,857 | $902.1K | 0.09% | −32−1.7% | Reduced |
| OneAscent Family Office, LLC | 1,864 | $905.0K | 0.86% | −2,398−56.3% | Reduced |
| Wise Wealth Partners | 1,863 | $905.1K | 1.51% | +800+75.3% | Added |
| Johnson & White Wealth Management, LLC | 1,866 | $906.0K | 0.46% | −36−1.9% | Reduced |
| Index Fund Advisors, Inc. | 1,870 | $908.4K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,870 | $908.4K | 0.20% | +69+3.8% | Added |
| Estabrook Capital Management | 1,875 | $910.8K | 0.14% | 00.0% | Unchanged |
| Orion Investment Co | 1,878 | $912.3K | 0.32% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,879 | $912.8K | 0.14% | +80+4.4% | Added |
| PAX Financial Group, LLC | 1,880 | $913.2K | 0.17% | −529−22.0% | Reduced |
| Bigelow Investment Advisors, LLC | 1,880 | $913.2K | 0.40% | −187−9.0% | Reduced |
| Nemes Rush Group LLC | 1,880 | $913.2K | 0.10% | −24−1.3% | Reduced |
| Oceanside Advisors LLC | 1,882 | $914.2K | 0.61% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,883 | $914.7K | 0.28% | +845+81.4% | Added |
| Twelve Points Wealth Management LLC | 1,887 | $916.6K | 0.25% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,888 | $917.1K | 0.17% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,889 | $917.6K | 0.64% | −20−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,889 | $917.6K | 0.21% | +28+1.5% | Added |
| Lagoda Investment Management, L.P. | 1,890 | $918.1K | 0.52% | −175−8.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,891 | $918.6K | 0.54% | −26−1.4% | Reduced |
| Heritage Family Offices, LLP | 1,747 | $919.5K | 0.46% | 00.0% | Unchanged |
| FMB Wealth Management | 1,897 | $921.5K | 0.44% | +138+7.8% | Added |
| Rydar Equities, Inc. | 1,898 | $922.0K | 0.73% | +1,898 | New |
| Commonwealth Financial Services, LLC | 1,905 | $925.4K | 0.18% | −110−5.5% | Reduced |
| South Plains Financial, Inc. | 1,909 | $927.3K | 0.65% | +907+90.5% | Added |
| Harold Davidson & Associates Inc. | 1,909 | $927.3K | 0.60% | −47−2.4% | Reduced |